PIA Client Relationship Associate

TD•Saskatoon, SK

6d•CA$45,000 - CA$59,000•Onsite

About The Position

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive and rewarding career in wealth. Are you admired for your attention to detail, exacting standards and willingness to help others deliver an outstanding customer experience to our high value clients? If so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management as well as planning support to Investment Advisors (IAs) to enable them to deliver exceptional customer service to our clients.

Requirements

Undergraduate degree or community college diploma preferred
Successful candidates will be required to be licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently

Nice To Haves

Knowledge of wealth management and/or operations is an asset
Knowledge of investment products is an asset
Personal Financial Planner (PFP) or Certified Financial Planner (CFP)

Responsibilities

Provide functional specialized business services, advisory and process/program support
Assist IA in building integrated and customized solutions based on clients' unusual needs
Build relationships with existing clients, IA Bank branches and other Bank referral sources
Demonstrate financial planning expertise to support IA and produce high quality plans that exceed client expectations and improve client retention and loyalty
Participate in client meetings and the wealth planning process; organize client seminars/events
Match clients to their products and services in a professional, consistent and expedient manner
Maintain a culture of risk management; adhere to internal policies and procedures and protect the interests of the Bank by monitoring and raising transaction activity as required
Monitor service quality and productivity; implement continuous improvement
Keep current on emerging trends and keep others informed and up to date on work status, progress
Participate fully as a team member, support a positive professional team environment